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Platform Reconciliations and Controls Administrator

3 months ago


Witham, United Kingdom Aegon UK Full time

Job Description Summary

**Job Description**:
Platform Reconciliations and Controls Administrator

12 Months Fixed Term Contract

Location: Witham (typically 2 days in the office per week, 3 from home)

**Salary**: A competitive salary from £24,880 - £37,320 depending on the experience you can bring

Closing date: 14th June 2024

We're Aegon. We're a company of ambitious, positive problem-solvers who get things done. We're a team, not a group of individuals. Collaboration is our life force and we believe it's our duty to leave things better than we find them.

We help people live their best lives. We help them with the big stuff, for the moments that matter: Pensions, Savings, Investments. At Aegon, we strive in creating a diverse organisation that plays a meaningful role in driving greater equity, inclusion and belonging.

We have an exciting opportunity to join our Investment Admin team, Finance in Witham on a fixed term contract, where you will play a vital role in delivering initiatives designed to transform and elevate reconciliation processing in Aegon.

Our Platform Reconciliations and Controls Administrator will work within our Investment Admin area and this specific role will be within the Cash Recs Team. To deliver in this role, you will have a good knowledge of the CASS 7 reconciliations processes and the associated regulations. We are looking for you to have a flexible, can-do approach, taking full responsibility for each customer transaction. The Platform Centre operates a daily clear to zero policy, requiring flexibility and commitment from each team member.

You will have responsibility for running and maintaining core team processes, CASS 7 Cash internal and external Reconciliation for all nominee companies, break investigation, ad-hoc settlement matching, including:

- Process management of exceptions arising from reconciliation, this is typically, the result of processing failures that require investigation and a solution outside the standard model.
- Taking responsibility for own development and work towards completing capability matrix measures and actively seek to build a full working knowledge of all ends to end processes of the platform.
- Reviewing work of colleague’s quality assured to ensure that errors are minimised, and the customer receives the best quality service.
- Support the development of Platform Centre colleagues by providing structured coaching and mentoring support for less experienced team members to ensure their training experience is enhanced and knowledge is shared across the Platform Centre.
- Responsible for recommending changes to procedures, process and technology and participating in their implementation to improve the customer experience, reduce risk and maximise efficiency.
- Keep up to date with the rapid changes to the Platform proposition, regulations, and AEGON’s strategic direction.

We’d love to hear from you if you have:

- Experience of reconciliations within Financial Services.
- Previous experience of working in a Platform or Mutual Funds environment.
- Demonstrable skills in delivering an excellent customer service experience
- Strong Attention to detail
- Adherence to procedures and process
- Great problem solving skills
- Strong communication experience (both written and verbal)
- The ability to manage multiple processes and products

What’s in it for you?
- A non-contributory pension between 8%-12%
- A discretionary bonus, depending on personal and company performance
- 34 days leave per year (including bank holidays, pro-rated for part-time)

We also offer private medical cover, life assurance, critical illness cover, enhanced parental leave and a variety of lifestyle benefits to help our employees live their best lives, including retail discount vouchers, cycle2work scheme, subsidised restaurant and online GP appointments.

Sound good? You know what to doclick the "Apply" button and see where it can take you.

The legal bits

We’ll need you to confirm you have the right to work in the UK. If we offer you a job and you accept, there are some checks we need to complete before you can start with us. This will include a credit and criminal record check, as well as providing satisfactory references.
- Equal Opportunity Employer: